ITFM | Online Conference Agenda





Maximize Profitability and Drive Innovation

In the information economy of the 21st century, the success of any given organization depends on its ability to effectively embrace and leverage new technology. As a result, C-Suite leaders are increasingly looking towards you, the IT finance pioneer, to not only determine the cost-effectiveness of existing technology, but also ensure new IT investments drive future business growth.

Join us and learn how to: 

  • Optimize IT processes & strategies to increase efficiency, drive performance & boost competitive edge
  • Provide the business with a consistent, accurate view of IT costs with best-in-class IT service catalogs
  • Ensure leadership buy-in by cultivating the right mindset
  • Spearhead IT Modernization efforts by leveraging ITFM insights to build a roadmap for IT transformation
  • Successful foster the cultural mindset to develop a high performing ITFM team
  • Align IT costs to business processes to help optimize administrative costs across the enterprise







Day One • Wednesday, April 29, 2020

11:00am-11:45am

Leveraging Service Portfolio & Project Management Strategies for Effectively Prioritizing IT Investments for the Business

Managing an IT Services Portfolio enables organizations to pro-actively and systematically assess the strategic business alignment and value of IT projects. In this presentation, get an inside look into the successful design and application of an IT portfolio management framework. Hear leading practices and lessons learned relating to: 

  • Adopting an objective and holistic approach to understanding and prioritizing IT investments 
  • Defining metrics for managing the Service Portfolio lifecycle 
  • Creating a process to review, prioritize and refresh existing services 
  • Leveraging visibility to maximize the business value of IT Services

Nan Braun, CEO/Founder, Thavron Solutions


12:00pm – 12:45pm

Case Study: How Globe Life Successfully Developed A High-Performing Team Culture

In any organization, the culture of a team affects its ability to deliver results. Join speakers from Globe Life as they walk you through the successful methodology used to develop a culture that resulted in a high performing finance team. You will learn the ingredients in their secret sauce to achieve hyper productive including goal setting, communication, collaboration and accountability, and how they have been able to successful foster the cultural mindset. At the end of the presentation, you will be inspired to create a culture in your organization to achieve hyper-productive.

Jeremy King, Vice President, Technology Business Management, Globe Life and Accident Insurance Company

Michael Kruse, MBA, CTBME, Director IT Finance, Technology Business Management, Globe Life and Accident Insurance Company


1:00pm – 1:45pm

Case Study: How To Engage Others In Your ITFM Or TBM Success

ITFM cannot just be done from a cubicle using several spreadsheets and tools. In order to be successful, it must be transformative. To be transformative, other functions need to get involved and on board. This spans from BRM to EA to ITSM. Join Intermountain Healthcare in this session to hear first-hand strategies, insights and lessons learned to engage key players in your ITFM and (or) TBM success.

Steve Morley, Technology Business Manager, Intermountain Healthcare


Day Two • Thursday, April 30, 2020

11:00am -11:45am

Cultivating a Technology Business Management Mindset to Secure Leadership Buy-In Across the Organization

Building a comprehensive framework for IT costing is only the first step in any successful IT financial management journey. In order to truly harness the power of transparency to drive change, CFOs of IT must cultivate a TBM mindset throughout the enterprise to secure complete buy-in from leadership, business units and stakeholders. In this session, presenter will discuss: 

  • Partnering with the business from day one to ensure IT finance objectives drive business strategy 
  • Successfully navigated the challenges that result from increased transparency such as disputes over costs, resistance to change and new IT process implementations

Hosted by:



12:00pm -12:45pm

Fireside Chat: Leveraging An IT Business Service Culture to Optimize The IT Budget

The cost of technology and pace of digitalization is ever increasing, yet most companies still continue to requires intense administrative cost pressures for profitability and competitiveness. In this session, Nan Braun from Thavron Solutions and Ginger Allen, Sr. Director of IT Business Management Office for GuideWell/Florida Blue will be discussing how the discipline of aligning IT costs to the business processes they enable can not only support the annual budget conversations but can also be leveraged to help optimize administrative costs across the enterprise. Join this engaging discussion and take away some key ideas that may help you in your next budget cycle and beyond.

Nan Braun, CEO/Founder, Thavron Solutions

Ginger Allen, Senior Director, IT Business Management, GuideWell/ Florida Blue


1:00pm -1:45pm

Case Study: Argo’s IT Financial Management Journey

From having little IT financial management to repeatable budgeting process, improved invoicing and vendor spend to business unit IT spend transparency, Argo has purposely identified a higher level maturity for its IT financial management. In this presentation, speaker will share insight into their journey, including the good, the tough lessons and the what the future looks like.

Kevin Bermann, AVP, IT Business Management Office, Argo Group International Holdings, Ltd.